COMPREHENSIVE FINANCIAL ADVISERS

Overview

Comprehensive Financial Advisers operates as a sole proprietorship under individual ownership and focuses on financial planning rather than acting as a multi-advisor asset allocator. The firm functions primarily through broker-dealer and insurance channels and is also identified as a salesperson of other financial products. Its client engagement model is fee-based on an hourly or fixed-fee basis rather than ongoing AUM fees. The adviser is not positioned as an ESG investor, does not describe multi-state advisory operations, and is not identified as a pension consultant or related-adviser network participant. The year the firm registered with the SEC is not specified.

Investments & Alternatives